Investing on the Spicy Side
WhirlyA home office's search for alpha in parts of the public capital markets where most investors can't, or won't go. At least until later.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 9 | Founded | a year ago | Last Issue | 14 days ago |
| Active | |||||
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whirly.substack.comLatest Issues
Spicy #3: Cracking for Condensate ($PLAS.CN)
I’m back with my latest idea, PlasCred Circular Innovations, and it fits three themes I’m chasing right now:
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an old problem finally solved by advances in material science
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a desperately needed green tech that is wildly profitable w...
Spicy #1, Update #3: Checking in on Comstock
It’s been a while, so it’s time for an update. If you’re new to $LODE, see my previous three pieces before reading this one.
Below are my thoughts on the four main value drivers in the order in which I expect value-influencing catalysts....
Spicy #2 - Update #1: Liberty Marches On
I am in the midst of a multi-month walkabout in the Antipodean summer, so have been mostly dark since late January, and thus following along with the market’s gyrations with a significant time lag. But some weather-enforced rest days were t...
Spicy #2: Liberty for Lithium ($LIB.V)
Disclosure: I’m an idiot, and if you make any investment decisions based on my ramblings, you’re an even bigger idiot.
LibertyStream Infrastructure Partners is on the leading edge of a new technology, Direct Lithium Extraction or DLE, that...
Spicy #1 - Update 2, Ripping off the Financing Band-Aid
I really didn’t plan for this to be The Comstock Blog, but here we are with my third piece in six months. Last week Comstock executed a capital raise that was … controversial, shall we say. After the raise, 10Q, earning call, and chat with...
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